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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Deborah Musbach (CRD# 2559950) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Mary, FL and has over 23 years of experience in the finance industry.
Erin Nelson (CRD# 3258493) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 24 years of experience in the finance industry.
Alexa Pao (CRD# 5675301) is an Investment Advisor Representative working at Eagle Strategies LLC in Lake Mary, FL and has over 11 years of experience in the finance industry.
Tony Pao (CRD# 4904511) is an Investment Advisor Representative working at Eagle Strategies LLC in Lake Mary, FL and has over 17 years of experience in the finance industry.
Allan Paull (CRD# 2231528) is an Investment Advisor Representative working at Virji Investments, Inc. in Lake Mary, FL and has over 15 years of experience in the finance industry.
Sarah Perry (CRD# 2719402) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Mary, FL and has over 19 years of experience in the finance industry.
James Petrusky (CRD# 4191330) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lake Mary, FL and has over 21 years of experience in the finance industry.
David Petry (CRD# 2638025) is an Investment Advisor Representative working at Reap In Wealth Management, LLC in Lake Mary, FL and has over 28 years of experience in the finance industry.
Peter Platt (CRD# 2275710) is an Investment Advisor Representative working at Platt Investment Counsel, LLC in Sanford, FL and has over 20 years of experience in the finance industry.
Michael Porter (CRD# 1934255) is an Investment Advisor Representative working at Capacuity LLC in Lake Mary, FL and has over 25 years of experience in the finance industry.